Branch Account Manager – Cabot Sq. recruitment
Job Purpose: To provide a proactive customer service and generate revenue through growth of a defined portfolio of clients as well identifying opportunities to cross sell to client base. Job Background/context: This role reports to the Sales Manager. It the primary generating role within branches Key Responsibilities:Take ownership of individual sales and revenue targets Act in accordance with both internal and external compliance regulations Develop client revenue of existing and new clients through proactive management Ensure all client contact, both internal and external, is carried out professionally Read more […]
VP – Operational Risk Management – Private Banking recruitment
An international private bank with a strong regional presence is seeking an Operational Risk professional to join their team in Singapore. This position is VP level and reports to the Head of Operational Risk Management.In this position you will be primarily required to conduct Audit Tracking/Operational Risk reviews and conduct periodic assessments of the bank to identify operational risks and propose solutions. Furthermore, you will be required review items for audit closure and ensure no audit points are unresolved. Furthermore you will be given the opportunity to participate in reviews Read more […]
GLOBAL PRIVATE BANK: SENIOR RELATIONSHIP MANAGER. (UAE) recruitment
My client is looking for a 2 different focuses, one with specific coverage of a country in the GCC and the other focus is for the GCC in general.This exciting opportunity will enable the candidate to be part of a large existing successful team operating globally. My client has a reputable stature and can fulfil both financial and aspirational motivations.The candidate is required to be experienced, have an existing portfolio and have transferable assets.• A good record of client acquisition• A strong knowledge of the wealth management industry in Dubai, GCC region and MENA in general.• The Read more […]
Portfolio Manager recruitment
The key aspects of the role: Manage discretionary private client investment portfolios Liaise and communicate with Private Bankers Asset allocation within client risk profiling Investment idea generation Liaise with clients regarding their investment portfolios Applicants for this role must hold relevant investment qualifications to manage discretionary portfolios. Candidates must have at least three years experience of managing portfolios.
Business Change Manager – Private Banking/Wealth Management – London recruitment
Business Change Manager – Private Banking/Wealth Management (Asset Management, Capital Markets) – Change (Front Office, Product, Control, Infrastructure) perm – London. Private Banking entity seeking an experienced BC Manager who will be assigned to individual projects and programmes within Private Banking EMEA. The role holder will lead effort to implement changes to teh business model to support the private bank growth plans as well as changes to adapt to new local and cross-border regulations. Role will require conducting detailed analysis of business, control, front to back Read more […]
Relationship Manager – Family Office | Private Wealth Management | Switzerland recruitment
JOB DESCRIPTION We are a Multi-Family Office institution seeking a highly talented individual to join our globally recognised team, serving our UHNW clients.The role:• Generating a reporting for families of their overall assets worldwide• Servicing ultra high-net worth families• Interact with Financial Advisors and Investment Managers with regards to client wealth• Focusing on all their Financial, Legal, and reporting issues• Setting up budgets and helping families with their cash-flow planning • Defining the overall strategy for family wealth Requirements: • CFA Level Read more […]
Group Product Director, Concierge & Customer Care – Global role recruitment
We cover industries mainly in Real Estate Property, Healthcare Pharmaceutical, Government- Linked Companies, Chemical, Oil Gas as well as Finance, Banking Investments.Our Client is a international leader in healthcare, medical and security assistance, and concierge services companyGroup Product Owners support the development of the PL of their product worldwide at GrossOperatingProfit level. The support is two-fold: setting and implementing a standard structure for the product worldwide and supporting the operational expansion and profitability with the regional Sales and Operations teams. Read more […]
Private Wealth Management – Assistant Account Manager (Associate) recruitment
Assistant Account Manager Looking to take your career to the next level? Here??s your chance to be at the forefront of a global organisation and play an important role in serving our high net worth customers. About Deutsche Bank A Passion to Perform. It??s what drives us. More than a claim, this describes the way we do business. We complete to be the leading global provider of financial services, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing Read more […]
Practice Manager – Premium Financial Services recruitment
$130K – $150K + Super + BonusGreat Brand IconOpportunity for RecognitionThis well established bank is looking for a practice manager to manage a team of HNW planners. Current experience managing a team of planners is essential. This expanding banking organisation is looking for a practice manager to be involved in their development plan. Possessing a strong client focus and vibrant attitude they are an organisation that you want to work for. Managing a team of HNW financial advisers this role will have a strong focus on development, coaching and training. You will be instrumental Read more […]
Responsable des Gérants Externes – Poste basé à Genève recruitment
Pour un de nos clients, une Banque Privée de renom suisse, nous recherchons un Responsable des Gérants Indépendants. Profil recherché :-Expérience préalable sur un poste équivalent-Responsabilités managériales prouvées-Totalement bilingue français suisse allemand (obligatoire)Missions :Reprendre responsabilités de léquipe gérants externes Management + gestion de la clientèleLe poste sera basé à Genève. Pour plus de renseignements, veuillez envoyer votre CV à Amanda Boix. Read more […]